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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $14,163 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $4,192 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,531 | $46,360-73.0% | $147,618-91.5% | $52,331-76.1% |
| Participation rate | 93.6% | 64.9%+28.7pp | 84.6%+9.0pp | 68.1%+25.5pp |
| Annual return | -0.30% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $316 | $2,126-85.1% | $5,565-94.3% | $1,882-83.2% |
| Participant deferral / active EE | $1,310 | $2,258-42.0% | $4,895-73.2% | $3,022-56.7% |
| Admin fee / account holder | $140 | $766-81.7% | $11,612-98.8% | $592-76.3% |